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iShares US Financials ETF
IYF

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$91.2K – – –
JFGIW
352
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.1K – – –
PWA
353
Provenance Wealth Advisors
Florida
$84.9K – – –
IA
354
IFP Advisors
Florida
$81.5K +$69.7K +626 +569%
AG
355
AmeriFlex Group
Nevada
$80K +$75.4K +677 New
CA
356
Crewe Advisors
Utah
$77.6K -$115K -1,030 -59%
AIM
357
Anchor Investment Management
South Carolina
$76.9K +$334 +3 +0.4%
BFS
358
Bare Financial Services
Pennsylvania
$76.1K – – –
CTA
359
Colonial Trust Advisors
South Carolina
$71.4K – – –
CSC
360
Caldwell Sutter Capital
California
$70.9K – – –
JWA
361
JFS Wealth Advisors
Pennsylvania
$69.9K +$223 +2 +0.3%
RWM
362
Rialto Wealth Management
New York
$66.6K +$67K +602 New
HCP
363
Hexagon Capital Partners
Arkansas
$66.3K – – –
MTIC
364
Missouri Trust & Investment Company
Missouri
$66.3K – – –
TSMHT
365
Thurston Springer Miller Herd & Titak
Indiana
$66.3K – – –
ACA
366
Aptus Capital Advisors
Alabama
$66.3K +$66.8K +600 New
VHAM
367
Van Hulzen Asset Management
California
$66.3K +$66.8K +600 New
DFA
368
DHJJ Financial Advisors
Illinois
$65.6K – – –
AAP
369
Arax Advisory Partners
Colorado
$60.5K +$27.5K +247 +82%
MDA
370
Minot DeBlois Advisors
Massachusetts
$59K +$59.5K +534 New
CT
371
Colonial Trust
South Carolina
$55.3K – – –
CCA
372
Criterion Capital Advisors
Tennessee
$53.6K – – –
CTC
373
Central Trust Company
Missouri
$53.1K – – –
TRCT
374
Tower Research Capital (TRC)
New York
$51.4K -$1.95M -17,472 -97%
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$50.6K – – –
13 14
15
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